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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,836 | $99,994-17.2% | $146,643-43.5% | $85,847-3.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.52% | 18.93%-2.4pp | 22.75%-6.2pp | 318.61%-302.1pp |
| Employer contribution / active EE | $2,559 | $2,5590% | $4,137-38.2% | $2,565-0.3% |
| Participant deferral / active EE | $3,868 | $4,006-3.5% | $5,506-29.8% | $3,952-2.1% |
| Admin fee / account holder | $2,632 | $7,703-65.8% | $10,280-74.4% | $6,261-58.0% |